Training course · Make · Tax Advisory

Make for Tax Advisers

Automation with Make (formerly Integromat) and AI modules: build scenarios, routers and AI steps while keeping data protection in check.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Make for Tax Advisers” is a hands-on course for roles such as Tax advisers and practice owners, Tax assistants and tax technicians and Accountants working in tax practices. Rather than learning Make in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Tax Advisory.

Make, formerly known as Integromat, is a visual automation platform that lets you connect applications and automate recurring processes without writing code. Over two days you will learn to build scenarios systematically, from triggers and modules through routers and filters to iterators, aggregators and data stores. You will understand how data flows through a scenario, how to reshape it with functions and how to keep an eye on operations consumption.

The second focus is AI. You connect language models through Make’s AI modules and provider integrations to classify text, extract information from emails and documents, draft replies or enrich content. You learn to catch errors with error handlers, test scenarios and document them clearly. Finally, you address data protection topics such as hosting region, data processing agreements and data minimisation, so that your automations can be run safely within your organisation.

Tax advisory firms are under pressure from staff shortages, rising client expectations and a constant stream of legislative changes, administrative guidance and court rulings. Used responsibly, generative AI can provide real relief. AI assistants summarise case law and tax authority guidance, structure facts from client documents, draft client newsletters and objection letters and answer routine questions in plain language. Automation supports document intake, deadline management and client communication. Professional judgement and liability remain with qualified tax advisers, but research and drafting become faster. The key prerequisite is safe handling of client data: professional secrecy, professional conduct rules and the GDPR determine which tools may be used and how.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Tax advisers and practice owners
  • Tax assistants and tax technicians
  • Accountants working in tax practices
  • Payroll staff
  • Practice managers and digital transformation leads

Typical challenges we address

  • Tracking and interpreting legislative changes, official guidance and court rulings promptly
  • Requesting and structuring incomplete client records
  • Reducing the time spent on submissions, objections and client correspondence
  • Coping with deadlines and seasonal peaks with limited staff

What you will be able to do

  • You can build Make scenarios independently using triggers, routers, filters and data transformations.
  • You can process lists and records with iterators, aggregators and data stores.
  • You can integrate AI modules for classification, extraction and text generation into your processes.
  • You can safeguard scenarios with error handlers, validation and human approval.
  • Use AI for research, summaries and draft submissions and verify results against primary sources.
  • Automate client communication and document processes in your practice.
  • Use AI while respecting professional secrecy, professional conduct rules and the GDPR.

Course outline

Day 1

Module 1 Fundamentals: scenarios, modules and data flow
  • Interface layout, scenario editor and execution history
  • Triggers, actions and searches: module types and their role in a scenario
  • Understanding bundles, mapping and data types and using them deliberately
  • Choosing between schedules, webhooks and instant triggers
Module 2 Logic: routers, filters, iterators and aggregators
  • Using routers and filters for branching and conditional flows
  • Splitting lists with iterators and combining them with aggregators
  • Applying text, date and maths functions to transform data
  • Using data stores and variables for interim values and duplicate checks
Module 3 AI building blocks in Make
  • Connecting language models via AI modules and provider integrations
  • Automating classification, structured data extraction and text generation
  • Building prompts from scenario variables and processing output as JSON
  • Combining AI agents in Make with tools and scenarios as actions
Module 4 Integrations, error handling and testing
  • Connecting common business applications and any API via the HTTP module
  • Applying error handlers such as Resume, Ignore, Break and Rollback
  • Validating AI output and routing unusable results to a person
  • Testing scenarios, optimising operations and documenting them for the team

Day 2

Module 5 Data protection, governance and operations
  • Assessing hosting region, data processing agreements and data flows to AI providers
  • Applying data minimisation and pseudonymisation within scenarios
  • Managing connections, teams and permissions across the organisation
  • Defining approval steps, monitoring and ownership for live operation
Module 6 Practice lab: Tax Advisory
  • Summarising case law
  • Drafting objections and submissions
  • Client communication
  • Document checklists
  • Automated document intake
  • Knowledge management
Module 7 Data protection, quality & transfer to daily work
  • German tax advisers are bound by professional secrecy under the Tax Advisers Act and Section 203 of the Criminal Code; client data may only be shared with AI providers contractually bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be consistently anonymised.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Summarising case law

An AI assistant summarises rulings, tax authority guidance or draft legislation, highlights key points and affected client groups and drafts internal technical updates that qualified advisers then check against the original source.

Drafting objections and submissions

Based on anonymised facts, AI produces a structured draft of an objection, a request to suspend enforcement or a reply to the tax office, including an outline of the arguments for further professional work.

Client communication

AI drafts clear client newsletters, explanations of tax assessments and reminders about missing documents, adapted for private clients, freelancers or businesses.

Document checklists

For income tax returns, annual financial statements or payroll queries, AI creates tailored checklists based on the client profile, reducing follow-up questions and repeated requests.

Automated document intake

An automation sorts incoming client documents, recognises document types, applies consistent file names and passes them to the practice software or flags missing information.

Knowledge management

Internal guidance notes, review templates and model wording are prepared and made searchable with AI support, so staff can access proven practice know-how more quickly.

Prerequisites

You should be comfortable with common office and cloud applications and have some experience with AI assistants. No programming skills are required. You work in a tax practice or corporate tax department and have a basic grounding in tax law.

Technical requirements

You will need a laptop with an up-to-date browser and a Make account; the free plan covers most exercises. API access for a language model is set up together during the course.

Data protection & compliance

German tax advisers are bound by professional secrecy under the Tax Advisers Act and Section 203 of the Criminal Code; client data may only be shared with AI providers contractually bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be consistently anonymised.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 – Tue, 24 November 2026 Online Request
  • Tue, 1 December 2026 – Wed, 2 December 2026 Kaiserslautern Request
  • Wed, 9 December 2026 – Thu, 10 December 2026 Online Request
  • Thu, 17 December 2026 – Fri, 18 December 2026 Bremen Request
  • Wed, 13 January 2027 – Thu, 14 January 2027 Online Request
  • Mon, 18 January 2027 – Tue, 19 January 2027 Salzburg Request

Frequently asked questions

Is Make the same as Integromat?

Yes. Integromat was renamed Make and substantially developed along the way. The core principle of visual scenarios made of connected modules remains, while a redesigned interface, many new integrations and AI building blocks have been added. If you used Integromat in the past, you will quickly feel at home and discover the new capabilities on the course.

How do I keep operation costs under control?

Every module that runs consumes operations or credits, and AI calls also use quota with the respective model provider. On the course you learn to design scenarios so that filters apply early, unnecessary runs are avoided and data is processed in batches. This keeps your automations economical and predictable as volumes grow.

Can Make be used in a GDPR-compliant way?

In principle yes, provided you set up the framework deliberately. This includes choosing the hosting region, signing a data processing agreement, reviewing connected AI services and applying data minimisation. On the course you work through these points with a checklist and learn to filter or pseudonymise sensitive data within scenarios.

May client data be entered into AI tools?

Only under strict conditions: the provider must be bound to confidentiality as a service provider, data processing must be contractually GDPR-compliant and inputs must not be used for training. Otherwise, work with anonymised facts. In the course we develop practical rules tailored to your practice.

Can AI give binding answers to tax questions?

No. AI assistants can be wrong about provisions, deadlines or case law and may not know the latest changes. They are useful for structuring, first drafts and research pointers. Professional judgement and liability stay with qualified advisers, who check every statement against legislation, commentaries and case law.

How much does “Make for Tax Advisers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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